Schwab Network

CoreWeave (CRWV) earnings are on deck. Rick Ducat prepares investors and traders for the report with a look at the technical formations on its chart. He looks at the downtrend from its highs around $187, circling the sharper move down over the past couple of weeks. Rick highlights a "big breakdown" on its RSI momentum indicator and larger volume activity around its -1 standard deviation...

Futurum's Dan O'Brien joins Morning Movers to discuss the overall tech sector and last week's pullback, saying "it was necessary at some point." He believes investors are trying to make sense of the massive A.I. capex commitments from the hyperscalers. Dan believes "demand outpaces supply" for at least the next several years saying the primary constraint is around t...

Rachel Dashiell examines the quantum computing name Rigetti (RGTI) and its near 400% rise over the past 90 days. She says the stock's pullback makes technical sense, pointing to support around the $32 level. Rachel also looks at a 1-year chart and underlines the 50-day moving average as a key indicator to track. Rigetti reports its 3Q earnings after Monday's close. ======== Schwab Network...

Stocks are looking to break a losing streak, and a potential deal to end the government shutdown is giving them a boost. Kevin Green explains why a potential resolution to the shutdown could be just the catalyst the market needs to turn around. He also shares his take on Nvidia's (NVDA) A.I. demand picture, which shows no signs of slowing down, according to CEO Jensen Huang's latest commen...

Rick Ducat drops by the Tech Corner with a look at Meta Platforms (META) following the company's recent 3Q earnings report. He looks at how the social media giant and Facebook parent company has evolved into an A.I. behemoth spending billions of dollars on GenAI technologies. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

“We’ve been overdue for a pullback,” argues Patrick Mueller, and foresees a 10%-20% pullback in the next 6 months. However, he thinks the current dip won’t last long and markets will climb again soon. He discusses potential catalysts for a market correction, including a potential “black swan” event. He likes Berkshire Hathaway (BRK/B) for the long-term and highlights the tech sector and utilities,...

Waning consumer sentiment and questions of A.I. spending plagued markets this week. Marley Kayden and Sam Vadas also discuss Nvidia's (NVDA) sell-off and why it's significant beyond the impact on people's portfolios. They also note Tesla (TSLA) CEO Elon Musk getting the okay for a $1 trillion pay package, as long as he meets certain benchmarks. ======== Schwab Network ======== Empoweri...

Herbalife's CFO John DeSimone discusses the company's Q3 earnings beat and its push into personalized wellness, including the recent launch of its Protocol health and wellness app and its upcoming Link Bioscience personalized supplements. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwor...

JFrog (FROG) shares hopped to a 4-year high after the software supplier after beating earnings and raising its 2025 outlook. Alex Coffey takes a closer look into the company's financials to explain whether JFrog can find its footing after the stock leapt 25% on Friday's session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Shares of Nvidia (NVDA) sold off more than 7% on the week amid continuing economic uncertainty and a reassessment of tech valuations. Rick Ducat talks about how the stock has "come back to Earth" after being a high-flier in recent years but has proven to be a technical darling when examining Nvidia's chart. As for the options front, Rick points out how traders are expecting anything...

Jim Caci, CFO at AvePoint (AVPT), looks at their latest quarterly earnings and how the company is using AI. He notes “strong performance” in revenue and new customers around the world. He discusses the exploding need for data security with the advent of AI and their fastest growing global market, AIPAC. “There’s great opportunity in all parts of the world,” though, he stresses. ======== Schwab Net...

Reid l’Anson argues that top line growth in the economy looks ok, but the K-shaped economy is creating a widening disparity between the upper and lower income segments. Reid also looks at the Chinese economy as the U.S./China trade war continues, noting that they are repeating an investment-led growth playbook we’ve seen before. “My view is they will find a way to get this excess into the internat...

Mark Hamrick and Tsvetta Kaleynska break down the Consumer Sentiment data report with the jobs report delayed by the government shutdown. Mark points out “where the damage has occurred,” particularly in forward-looking sentiment. The overall number missed for November, though this is a preliminary reading. Tsvetta discusses her consumer sentiment data based on social media, with 33% “explicitly ne...

Hall of Fame Viking quarterback-turned CEO, Fran Tarkenton, explains how A.I. is a "friend" to businesses across all industries. He adds that A.I. is "an important step for our country," especially to small and mid-sized businesses. Tarkenton president, Will Adams, explains how their company's pipIQ aims to do just that. He also warns business owners and employees of "shadow A.I." and the damage i...

Masa Takeda reacts to Japan’s first female prime minister, Sanae Takaichi, and how she is expected to handle the Japanese economy. He notes that she advocates for proactive fiscal policy and is considered dovish on monetary policy. He discusses corporate governance reform in Japan and the legacy of “Abenomics,” named for Takaichi’s mentor Shinzo Abe. He also looks at the rate path forward for the...

David Aspell thinks the Fed will cut rates by 50 basis points in December to get to the neutral rate quicker. He discusses the state of the economy and how he thinks it will respond to more cuts. He thinks that people will get more used to the idea of cuts when data delayed by the government shutdown is released. He looks at areas of the market where he sees value, including in healthcare. =======...

Archer Aviation (ACHR) narrowed losses on earnings, though Sam Vadas points to other announcements causing the stock to sell off Friday. A combination of an equity raise and a $126 million deal to buy Los Angeles' Hawthorne Airport caused concern for shareholders. Sam notes traction the company is making elsewhere, including offering air taxi services during the 2028 Los Angeles Summer Olympic...

Austin Lyons says markets ran too hot on the A.I. trade and believes the selling action seen this week was warranted. That said, he expects A.I. companies to prosper long-term. He believes investors are questioning how they will see a return on investment, pointing to reaction in Meta Platforms' (META) earnings as a signal. Austin adds that cloud momentum from hyperscalers like Microsoft (MSFT...

Likefolio’s Megan Brantley brings consumer sentiment data on Instacart (CART), which reports quarterly earnings on Monday. She calls it a “mixed bag” for the company this quarter, with a -4% y/y change in visits while competitors DoorDash (DASH) and Uber Eats (UBER) gain. However, she notes that seasonal activity could bring it a boost in 4Q. ======== Schwab Network ======== Empowering every inves...

Chad Benyon and Zach Warring discuss DraftKings (DKNG) earnings. Zach calls the report “a little disappointing” but thinks that shares still have a lot of upside potential. Chad highlights what he liked, including new betting features and including ESPN and prediction markets. “Clearly, management is reacting and being opportunistic,” he adds, and thinks it can climb into 2026. ======== Schwab Net...

Tim Bohen remains bullish on the A.I. trade, referring to Friday's market pullback as a breather. He explains how Micron (MU) is "disconnected" from peers like Nvidia (NVDA) and why he sees Palantir (PLTR) as a long-term winner in the space. As for his speculative play, Tim turns to the 70% rally in Motorsport Games (MSGM). Rick Ducat turns to bullish and bearish indicators in the st...

Mike Rost from Workiva (WK) explains what the company does and looks at its latest financial results. Workiva helps other companies with regulatory reporting and compliance. He breaks down the quarter, noting it was a “beat and raise” and they lifted guidance for 4Q. He also discusses how Workiva has implemented AI tools and how customers are using them, as well as how they’re keeping sensitive da...

Frances Stacy considers Expedia's (EXPE) earnings very strong in the current economic environment. She and many other investors were surprised to see the company beat Airbnb (ABNB) and Booking (BKNG) in room reservations. With travel spending appearing to remain robust, Frances is confident that a "reckoning" in discretionary spending will not happen in the near-term. Tom White offer...

While shareholders approving Tesla (TSLA) CEO Elon Musk's $1 trillion pay package is certainly nothing to scoff at, other bullet points at the shareholder event took Marley Kayden's attention. She explains how Musk talked about Intel's (INTC) chipmaking business and a potential SpaceX IPO as notes investors should jot down. Musk later discussed developments he aims to drive in Tesla&#3...

Cooper Howard with Charles Schwab believes markets have stayed in a "holding pattern" because the government shutdown has kept investors from getting "the gold standard" of economic data. He says challenger job cuts, consumer sentiment and similar data can only carry markets so far. Cooper explains how all of this plays into his outlook for corporate bonds. ======== Schwab Netw...